Integrate Better Proposals with LeadConnector to automate your work
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Quickly connect Better Proposals to LeadConnector with a Zapier template.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Proposal
Triggers when a new proposal is created.
Try It - Proposal Paid
Triggers when a proposal is paid.
Try It - Proposal Signed
Triggers when a proposal is signed.
Try It - In PipelineRequired
- Moved to Stage
Try It
- Proposal Opened
Triggers when a proposal is opened.
Try It - Proposal Sent
Triggers when a proposal is sent.
Try It - CompanyRequired
- Short Description
- Brand
- Cover
- Template
- Currency
- Add Tax to the Proposal?
- Tax Name (e.g. VAT, IVA, GST)
- Tax Percentage
- Recipient First Name
- Recipient Last Name
- Recipient Email Address
- Eligible to Sign
- First NameRequired
- Last NameRequired
- Business nameRequired
- User Phone
- EmailRequired
- Address
- City
- State / Prov / Region
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- CountryRequired
- Date Of Birth